Redtail CRM
About Redtail CRM
Awards and Recognition
Redtail CRM Pricing
$99 per month, per database - includes 15 users.
Starting price:
$99.00 per month
Free trial:
Available
Free version:
Not Available
Other Top Recommended CRM Software
Most Helpful Reviews for Redtail CRM
1 - 5 of 81 Reviews
Mandy
Verified reviewer
Financial Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2019
Great CRM for your Small Business
The team behind RedTail are always trying to improve their software based on suggestions from users. They hold trainings that travel around the country yearly so there is sure to be one near you. Unlike most software trainings, these are FUN! It's a very robust system with many detailed reports and some great search functionality too.
CONSWhen changing your password (required periodically) you can't use the last THIRTEEN passwords. It says something for the security of the program but, c'mon....13?!
Anonymous
1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2021
Amazing CRM
Fantastic!
PROSThis software allows me to do everything I need and then some. If I ever need help customer service has been the best. Everyone has been helpful and friendly. Using this has definitely made my life better from what we used to use.
CONSNothing to complain about yet. Once in a while the upload speed it slow, but that could be on my side.
Reasons for switching to Redtail CRM
Changed companies
Peter
Financial Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed November 2017
Decent online CRM with price being one of the best features - but you get what you pay for....
It is one of the lower cost CRM softwares available and for companies that can't afford anything better this is a decent solution. We quickly outgrew it's usage and moved on to something much more robust and usable.
PROSIt is fairly simple to do all of the basic functions of the software. Add contacts and information, look up contacts, edit information. I really liked that there would be a red reminder at the bottom of the webpage letting you know of an upcoming appointment within 30 minutes time. There is a search bar at the top of the screen no matter what page you are on which is nice to be able to change contacts "on the fly". Since it is web-based it is accessible from anywhere you have web access.
CONSRedtail is almost too simple. Without enough robust features it comes in as a very simple contact manager and calendar. Since it is web based you must keep it open in your web browser at all times to have it easily accessible - BUT - most people have multiple tabs open and it is not "in-your-face" as an software application would/could be. Although there are many pros to having a web based CRM there are drawbacks as well. One being that you are automatically logged out after 30 minutes. I believe this was the highest time you could set it to and this gets old very quickly. The app for phones really stinks too and was barely usable or helpful overall making it almost not even worth using.
Thomas
Financial Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed April 2022
Redtail
Good
PROSSyncs with broker dealer. easy to navigate pages.
CONSDoesn't separate out tasks and calendar.
Reason for choosing Redtail CRM
I will switch to WB
Henry
Financial Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
2
FUNCTIONALITY
3
Reviewed April 2022
Inexpensive Option relative to Salesforce
Even with limitations, it is a good value and does what a CRM should do - track interactions.
PROSThe bare bones features - CRM / tasks etc are fine but as you move up the ladder in terms of what you require from a CRM this is not such a great option as you grow. I think this is a great tool for a small start up because of the cost differential but as we are growing it is easy to see why th eadded cost of more robust systems is justified
CONSWhile there are features that can be utilized, they are not so easy to implement and the lack of customer service is a negative as you grow